+26.8%
WBD vs JOBY
-41.4%
+68.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.8% | -0.8% |
| 7D | -0.7% | -5.2% | +4.4% | +0.2% |
| 30D | +1.4% | -19.7% | +21.1% | +5.3% |
| 3M | +4.4% | -31.7% | +36.1% | +10.7% |
| 6M | +0.8% | -37.5% | +38.4% | +7.2% |
| YTD | -2.7% | -51.6% | +48.9% | +7.4% |
| 1Y | +73.4% | -53.3% | +126.7% | +89.0% |
| 3Y | +142.1% | -12.2% | +154.4% | +112.7% |
| 5Y | +7.2% | -31.3% | +38.5% | -14.6% |
| All | +26.8% | -41.4% | +68.1% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded JOBY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling